I doubt the OEM's are or should be too worried about MS hardware atleast unless it really is something exceptional at exceptional price point. And what really is the chance of that? Even if it was really exceptional tablet at must get price then if it's not Intel based it still won't be that interesting that I'd even consider it.

Frankly, the only device atm I'd love to get is updated Sony PRS-T1 or similar, this time with larger and higher res display for improved PDF etc reading. If I were rich I'd also look into getting Sony pvm-2541 and Red Ray projector (when available if it's any good).

This really looks like it could kill the market for traditional laptops, if they can get it out at a competitive price (and this looks somewhat like a premium device...).

It really looks like it has all the benefits of a tablet and all the benefits of a laptop - I'd seriously consider one. The problem is I can't see them getting this out at a price point that's under say £700 (over £1000 pounds wouldn't surprise me...)